Questionnaire - Panic Atax

Confirm Your Details:

Q2: Company*

Q3: Phone*

Q4: Email*

Q5: Website Address

Q6: Year Business Started*

Q7: Industry

Q7.1: Industry You're In

Q8: Describe the type of services/products that you sell*

Q9: Turnover (Your Total Sales - Annual)*

Q10: How did you hear about us?*

Q10.1: Referral came from:*

Systems

Q11: What accounting software do you use?*

Q11.1: My accounting software is:*

Q12: Who maintains your business records? (Who does your bookkeeping?)*

Q13: How happy are you with your current bookkeeping software ?*

Q14: Do you use any business management software? If Yes, please list your software providers

Q15.1: How many employees do you have?*

Structure

Q16.1: How comfortable are you with your current business structure? (Do you understand it?) *

Q16.2: When was the last time you reviewed your current structure?*

Accounting

Q18: When was the last time you reviewed your annual tax planning strategy?*

To what extent do you agree with the following statements:

Q19: I feel like I pay too much tax.*

Q20: My taxes are regularly lodged late.*

Q21: I have tax debts and never feel like I’m on top of things.*

Q22.1: Here's what I'm looking for in an accountant:

Profit

To what extent do you agree with the following statements:

Q23: My business is making profit (on paper) but I never have any cash (in the bank)*

Q24: My business cash position is declining and the business is accumulating debt.*

Q25: My business pays me a wage that is appropriate for the time, effort and skill I put into the business.*

Q25.1: My team are paid on time every time including their superannuation.*

Scale

To what extent do you agree with the following statements:

Q26: I have clear business goals and a strategy in place to achieve them.*

Q27: I’m clear on who my ideal client is and how to find them.*

Q27: My pricing strategy is profitable.*

Q28: Where do you see your business in the next 5 years?*

Q29: When was the last time you reviewed your business budgets?*

Q30: What is the most pressing business concern that keeps you awake at night, right now?*

Email

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Systems

Structure

Accounting

To what extent do you agree with the following statements:

Profit

Scale